- Overall financial analysis responsibilities for the Portfolio Management group;
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Update and maintain portfolio financial projection models to calculate and project fund level cash
flows and returns;
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Maintain Portfolio investment and diversification summary for presentation to the firm’s
Investment Committee;
•
Monitor Fund level financial performance to identify and communicate opportunities and threats;
•
Coordinate and assist in the completion of material for quarterly and annual investor reporting,
- Advisory Committee Meetings, webinars, and various internal reporting;
•
Assist in the establishment of fund and asset level KPIs and track performance;
•
Assist the portfolio management team’s efforts toward the implementation of a firmwide data
platform by validating historical and new data
•
Analyze sector, strategy and partner performance;
•
Analyze the financial impact of proposed capital events (sales, refinances, etc.) to the fund
performance;
•
Work closely with Acquisitions and Asset Management to incorporate new investments into the
- Funds and monitor on-going asset level performance;
•
Participate in the annual business planning and valuation process;
•
Coordinate with Client Services and Marketing and Accounting groups to processes and respond
to investor requests;
•
Utilize third party applications (Yardi, Chatham, Argus, etc.) for data collection and analysis;
•
Bachelor’s degree or work experience in real estate and/or finance preferred;
•
Proficient in Microsoft Excel and financial modeling;
•
Core knowledge of real estate principles, finance and accounting;
•
High attention to detail, organized, and self-directed individual eager to learn;
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Strong written and verbal communication skills.
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Entry level position, but previous real estate analysis experience is a plus
For Illinois Only: The expected base salary for this position is $90,000. Actual salaries may vary based on a number of factors, including skills, experience, and qualifications.
In addition to base salary, total compensation at Harrison Street includes a generous discretionary bonus, along with a comprehensive range of benefits — including medical, financial, and wellness programs — designed to support our employees both professionally and personally.